【Power supply can't keep up, chip overproduction will occur this year, except in China】
On January 22, Musk spoke at the Davos Forum, pointing out that the limiting factor for AI deployment is essentially an energy issue. Currently, AI chip production is growing exponentially, but power supply growth is only 4-5% per year. This mismatch will lead to chip production possibly exceeding the scale supported by available electricity this year. However, China is an exception, with both strong power growth and demand.
Musk's view at the 2026 Davos Forum centers on the contradiction between the rapid growth of AI chips and the slow increase in power supply. He believes this could result in chip production exceeding what the power supply can support, and he specifically points out that China is an exception.
Background and Deeper Implications of the View
Musk's view is not isolated, but has a realistic background and deeper implications —
This statement was made during a "verbal showdown" with Trump at the Davos Forum. Trump supports fossil fuels, while Musk emphasizes the necessity of clean energy for the future of AI.
NVIDIA CEO Huang Renxun also compared energy to the bottom layer of the "five-layer cake" of AI, recognizing its foundational role.
To address the power bottleneck, companies such as Google and Microsoft have been actively purchasing clean energy or seeking dedicated power supply.
In summary, Musk's view reveals the key to the second half of the AI competition — stable energy supply. The differences in infrastructure and policies among countries may be reshaping the competitive landscape of the future.
Original: toutiao.com/article/1855146856749068/
Statement: This article represents the views of the author.